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SpaceX股价下跌,因投资者对人工智能扩张的高昂成本望而却步

路透中文08-05

BUZZ-SpaceX股价下跌,因投资者对人工智能扩张的高昂成本望而却步

8月5日 - ** 太空探索技术公司(SPCX.O)股价在盘前交易中下跌8.1%,报115.15美元

** 该公司首份季度报告显示,受Starlink和AI业务蓬勃发展推动,营收几乎翻了一番

** 据伦敦证券交易所集团(LSEG)汇编的数据,第二季度营收达78亿美元,超出华尔街预期;其中“星链”业务营收增长66%,AI业务营收增长约250%,这是该公司6月IPO以来投资者首次看到其财务数据

** 派杰(Piper Sandler)分析师表示,禁售期到期带来的压力将持续对估值构成下行压力,直至2027年夏季

** 尽管营收超出预期,但资本支出的激增却盖过了这一亮点——受158.3亿美元人工智能基础设施投资的推动,资本支出从一年前的28.3亿美元跃升至超过180亿美元

** SPCX股价较6月16日创下的225.64美元历史盘中高点仍低约44%

** 34位分析师对该股的平均评级为“买入”,其中27位给出“买入”或“强烈买入”的建议

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